NVIDIA’s Real Moat Isn’t Hardware — It’s 4 Million Developers

Author(s): JP Caparas Originally published on Towards AI. A fact-check of the ‘NVIDIA is dying’ thesis, and what the numbers actually show I watched Theo’s video “Why NVIDIA is dying” yesterday, and I couldn’t stop thinking about it. The core thesis felt important enough to verify. So I spent a few hours digging through earnings reports, SEC filings, and technical benchmarks to separate signal from noise. That green is slowly being eaten away.The article discusses the debate surrounding NVIDIA’s market position amidst claims of its decline, exploring the company’s robust financial performance despite losing some market share, the growing importance of inference in AI, and NVIDIA’s substantial advantages due to its extensive ecosystem and developer community built over two decades with CUDA, which competes against emerging players like Groq and Cerebras. The narrative suggests that while NVIDIA faces challenges from these competitors and hyperscalers, it is unlikely to “die” as its foundational technologies and developer support are deeply entrenched. Read the full blog for free on Medium. Join thousands of data leaders on the AI newsletter. Join over 80,000 subscribers and keep up to date with the latest developments in AI. From research to projects and ideas. If you are building an AI startup, an AI-related product, or a service, we invite you to consider becoming a sponsor. Published via Towards AI